Forum CRE Income Fund is a Other Investment Fund in Colorado, that has raised $100.00 k from 1 investor, with a minimum investment of $50.00 k, for a fund started in Apr 2021. Data from SEC filing on 19 Apr 2021.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Forum CRE Income Fund
SEC CIK
IRS number
862859042
Latest filings (excl ownership)
424B3
Prospectus supplement
11 Jun 24
N-CEN
Annual report (registered investment company)
12 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
8 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
1 Sep 23
N-PX
Annual report of proxy voting record
21 Jul 23
N-CEN
Annual report (registered investment company)
13 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
7 Mar 23
424B3
Prospectus supplement
6 Jan 23
424B3
Prospectus supplement
30 Sep 22
EFFECT
Notice of effectiveness
29 Sep 22
Latest ownership filings
NPORT-P
Forum Real Estate Income Fund (Mar 2024 report)
30 May 24
NPORT-P
Forum Real Estate Income Fund (Dec 2023 report)
29 Feb 24
4
Raleigh Peters
14 Feb 24
5
Elizabeth Anne Ryan
14 Feb 24
5
Brad Nemzer
14 Feb 24
3
Raleigh Peters
19 Jan 24
4
David Gerstenhaber
12 Dec 23
NPORT-P
Forum Real Estate Income Fund (Sep 2023 report)
27 Nov 23
3
James W. Miller
10 Oct 23
NPORT-P
Forum Real Estate Income Fund (Jun 2023 report)
24 Aug 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Forum Real Estate Income Fund | – | 1.01 | 1.80 | 1.10 | 91.81 mm | 53 | Sep 2023 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
13 Feb 24 | Raleigh Peters | CLASS I SHARES | Buy | Acquire P | No | No | 9.54 | 200,000 | 1.91 mm | 20,964.361 |
11 Dec 23 | David Gerstenhaber | Founders Shares | Buy | Dispose P | Yes | No | 9.35 | 1,185,840.52 | 11.09 mm | 126,827.863 |
8 Mar 23 | Elizabeth Anne Ryan | Founders Shares | Buy | Acquire P | No | No | 9.35 | 2,673.797 | 25.00 k | 2,673.797 |